Professional

If there is one thing Harlan Satrom has learned over his career as a Wealth Management Advisor is that clients typically have one thing that’s pestering them. Sometimes they know exactly what that is and other times they don’t, but each client has their own unique challenges. In circumstances like these people may struggle to make key financial decisions for the present and their future. Harlan and his team believe you start by identifying key issues, prioritizing them, and creating an individualized plan to manage them.

It’s often business owners, people close to retirement, and people living in retirement who depend on Harlan and his personal approach. They value the confidence he has in his recommendations and the principals he and his team rely on:

Don’t sugarcoat things and be willing to have difficult conversations

Anticipate the future the best you can

Work with-in the framework of a financial plan

Recommendations must fit individual circumstances

Take the time to educate and ensure clients understand how everything comes together

When meeting with Harlan you’re always greeted with a cheerful smile, a bright hello, and a hearty handshake.

The simple fact is that he undeniably enjoys helping people in their personal and business planning.

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Harlan Lee Satrom is a Representative of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM, and federal savings bank. All NMWMC products and services are offered only by properly credentialed Representatives who operate from agency offices of NMWMC. Representative is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM, and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org).

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives. Financial Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Harlan Lee Satrom is primarily licensed in Iowa and may be licensed in other states.